DK
Darrell & King’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $29.1M | Sell |
229,203
-2,529
| -1% | -$321K | 4.6% | 12 |
|
|
2020
Q3 | $22.3M | Sell |
231,732
-2,817
| -1% | -$271K | 4.58% | 13 |
|
|
2020
Q2 | $22.1M | Buy |
+234,549
| New | +$22.1M | 4.09% | 17 |
|
|
2018
Q1 | – | Sell |
-389,338
| Closed | -$41.6M | – | 59 |
|
|
2017
Q4 | $41.6M | Sell |
389,338
-1,150
| -0.3% | -$123K | 5.73% | 4 |
|
|
2017
Q3 | $37.3M | Sell |
390,488
-7,800
| -2% | -$745K | 5.33% | 7 |
|
|
2017
Q2 | $36.4M | Sell |
398,288
-23,315
| -6% | -$2.13M | 5.46% | 5 |
|
|
2017
Q1 | $37M | Sell |
421,603
-7,803
| -2% | -$685K | 6.07% | 3 |
|
|
2016
Q4 | $37.1M | Sell |
429,406
-24,813
| -5% | -$2.14M | 5.98% | 2 |
|
|
2016
Q3 | $30.2M | Sell |
454,219
-14,515
| -3% | -$967K | 5.21% | 7 |
|
|
2016
Q2 | $29.1M | Sell |
468,734
-9,773
| -2% | -$607K | 5.45% | 9 |
|
|
2016
Q1 | $28.3M | Sell |
478,507
-28,552
| -6% | -$1.69M | 5.36% | 7 |
|
|
2015
Q4 | $33.5M | Buy |
+507,059
| New | +$33.5M | 5.59% | 2 |
|